StockDriftsStockDriftsTop 50 Koss-Olinger Consulting, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 22.55% | 10.49M | $269.0M | +4.92%(+492.24K) | $17.48(+68.18%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 9.8% | 1.27M | $116.9M | -3.73%(-49.09K) | $92.46(-0.71%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 6.9% | 829.4K | $82.3M | +17.91%(+125.99K) | $98.97(-0.36%) | 2026-03-31 | |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 6.85% | 1.19M | $81.8M | new | $67.80(+10.96%) | 2026-03-31 | |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 5.28% | 1.06M | $63.0M | +20.23%(+178.95K) | $47.19(+41.22%) | 2026-03-31 | |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 4.52% | 1.03M | $53.9M | -16.64%(-205.29K) | $39.69(+50.43%) | 2026-03-31 | |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 3.88% | 1.26M | $46.3M | -15.00%(-221.76K) | $35.60(+3.61%) | 2026-03-31 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 2.95% | 749.7K | $35.2M | -6.41%(-51.37K) | $33.92(+50.70%) | 2026-03-31 | |
| BLV | VANGUARD LONG-TERM BOND ETF | 2.24% | 387.7K | $26.7M | -5.48%(-22.47K) | $70.99(-3.62%) | 2026-03-31 | |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 2.18% | 412.4K | $26.0M | +0.87%(+3.56K) | $45.53(+58.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.76% | +35.87% |
| Top 20 Holdings Unweighted | +10.52% | +34.99% |
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